Paul H & Evelyn Fetzner Charitable Trust

NEW YORK, NY EIN: 54-6898105

Paul H & Evelyn Fetzner Charitable Trust is a private foundation, based in NEW YORK, NY. IRS filing data is available for 2020. In 2020, it awarded 11 grants totaling $9K. Net investment income was $50.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$9K

Grant Count

Avg Grant Size

$807.273

Under IRS private-foundation payout rules, Paul H & Evelyn Fetzner Charitable Trust reported a distributable amount of $435 for 2020 — the minimum it must pay out in qualifying distributions.

About Paul H & Evelyn Fetzner Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $7K (75%)

Wyoming $2K (20%)

Oklahoma $444 (5%)

States

California Oklahoma Wyoming

Cities

BonsallBrulingameFallbrookLaramieLong BeachOklahoma CitySan Marcus

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$63
Expenses	$8,880
Qualifying Distributions	—
Net Investment Income	$50
Distributable Amount	$435

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2020

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include University of Wyoming ($1,776), St Peters Catholic Community ($1,332), Veterans of Foreign Wars 3795 ($888).

Recipient	Purpose	Amount
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK	GENERAL OPERATING	$444
AMERICAN HEART ASSOCIATION BRULINGAME, CA	GENERAL OPERATING	$444
VETERANS OF FOREIGN WARS 3795 SAN MARCUS, CA	GENERAL OPERATING	$888
ST PETERS CATHOLIC COMMUNITY FALLBROOK, CA	GENERAL OPERATING	$1,332
BOYS' GIRLS' CLUB BONSALL, CA	GENERAL OPERATING	$444
FALLBROOK HISTORICAL SOCIETY FALLBROOK, CA	GENERAL OPERATING	$888
UNIVERSITY OF WYOMING LARAMIE, WY	GENERAL OPERATING	$1,776
SALVATION ARMY LONG BEACH, CA	GENERAL OPERATING	$444
FALLBROOK SR CITIZENS SVC CLUB FALLBROOK, CA	GENERAL OPERATING	$888
FRIENDS OF FALLBROOK LIBRARY FALLBROOK, CA	GENERAL OPERATING	$888

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	1	—

Frequently Asked Questions

Where does Paul H & Evelyn Fetzner Charitable Trust operate?

Paul H & Evelyn Fetzner Charitable Trust has awarded grants in California, Oklahoma, Wyoming.

What size grants does Paul H & Evelyn Fetzner Charitable Trust award?

In 2020, Paul H & Evelyn Fetzner Charitable Trust awarded 11 grants totaling $9K — an average of about $807.273 per grant, based on its IRS Form 990 filings.

How much is Paul H & Evelyn Fetzner Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Paul H & Evelyn Fetzner Charitable Trust reported a distributable amount of $435 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Paul H & Evelyn Fetzner Charitable Trust's EIN?

Paul H & Evelyn Fetzner Charitable Trust's EIN (Employer Identification Number) is 54-6898105. IRS Form 990 filing data is available on this page for 2020.